PCFIX vs. VOO
Compare and contrast key facts about PIMCO RAE PLUS Small Fund (PCFIX) and Vanguard S&P 500 ETF (VOO).
PCFIX is managed by PIMCO. It was launched on Sep 30, 2011. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PCFIX or VOO.
Correlation
The correlation between PCFIX and VOO is 0.77, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
PCFIX vs. VOO - Performance Comparison
Key characteristics
PCFIX:
1.13
VOO:
1.88
PCFIX:
1.69
VOO:
2.53
PCFIX:
1.21
VOO:
1.35
PCFIX:
0.47
VOO:
2.81
PCFIX:
5.71
VOO:
11.78
PCFIX:
3.53%
VOO:
2.02%
PCFIX:
17.86%
VOO:
12.67%
PCFIX:
-61.11%
VOO:
-33.99%
PCFIX:
-30.37%
VOO:
0.00%
Returns By Period
In the year-to-date period, PCFIX achieves a 1.72% return, which is significantly lower than VOO's 4.61% return. Over the past 10 years, PCFIX has underperformed VOO with an annualized return of 1.34%, while VOO has yielded a comparatively higher 13.30% annualized return.
PCFIX
1.72%
-1.55%
9.73%
22.39%
2.23%
1.34%
VOO
4.61%
2.59%
10.08%
25.10%
14.79%
13.30%
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PCFIX vs. VOO - Expense Ratio Comparison
PCFIX has a 0.85% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
PCFIX vs. VOO — Risk-Adjusted Performance Rank
PCFIX
VOO
PCFIX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for PIMCO RAE PLUS Small Fund (PCFIX) and Vanguard S&P 500 ETF (VOO). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
PCFIX vs. VOO - Dividend Comparison
PCFIX's dividend yield for the trailing twelve months is around 7.75%, more than VOO's 1.19% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PCFIX PIMCO RAE PLUS Small Fund | 7.75% | 7.88% | 2.12% | 40.66% | 96.22% | 12.44% | 2.63% | 4.66% | 3.59% | 0.00% | 4.45% | 6.33% |
VOO Vanguard S&P 500 ETF | 1.19% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
PCFIX vs. VOO - Drawdown Comparison
The maximum PCFIX drawdown since its inception was -61.11%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for PCFIX and VOO. For additional features, visit the drawdowns tool.
Volatility
PCFIX vs. VOO - Volatility Comparison
PIMCO RAE PLUS Small Fund (PCFIX) has a higher volatility of 3.84% compared to Vanguard S&P 500 ETF (VOO) at 3.01%. This indicates that PCFIX's price experiences larger fluctuations and is considered to be riskier than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.